ORDER MANAGEMENT SOLUTION

The Upshot Commerce Order Management System (OMS) is mature and proven solution for capturing omnichannel orders and orchestrating intelligent order fulfillment. Whether used in conjunction with the Upshot D2C or B2B solutions or integrating with your existing retail systems, the Upshot OMS is a powerful, customizable and cost-effective solution for conquering the challenges of omnichannel retailing.

OMS FEATURE LIST

CUSTOMER SERVICE

Empower call center staff with a common interface for multichannel orders. Fully customizable with the ability to tailor views and workflows per user type or group, Upshot's OMS Customer Service features are ideal for empowering your staff to quickly and efficiently identify and resolve customer service issues.

ORDER INTAKE

Use our core order workflow statuses or add your own statuses

Place order as an administrator user or call center agent

Easily search for existing customers

Specify how the customer found your store

Add referral or keywords to order notes

Add special instructions for warehouse staff or distribution center

Add internal order notes for customer service or call center staff

Add product by search, browsing, direct enter SKU or eBay ID

Quickly browse brands, models/names and SKUs by index letter or number

Select sort option search results

Add coupon codes

Add Reward Point discounts (if applicable)

Save order if customer cannot complete and wishes to return

Allow for in-store pick up and one or multiple stores

Automatically send e-mail autoresponders and triggers

CUSTOMER BROWSING AND SEARCHING

Assign multiple groups to customers and users

Search for customers by selectable metadata

Filter view by registered or guest customers

See which registered customers are on your site right now and their cart contents

View deleted/inactive customers

CUSTOMER PROFILE MANAGEMENT

Batch update users to delete, assign to a group or make active or inactive

Restrict or allow product, category or site access on a group by group basis

INVENTORY & PRODUCT MANAGEMENT

The Upshot OMS is well-suited for optimizing and managing multi-channel inventory. Sophisticated inventory management, assignment and protection capabilities ensure your business' ability to get the right products to the right customers on time.

Sell physical or digital products and services

Various inventory control options, globally and per product

Specify a Store Price, Retail/MSRP and cost

List the quantity in stock at one or multiple warehouses

Specify the quantity in stock at one more multiple physical stores

Specify the quantity in stock with a drop ship provider

Set a Minimum Order Quantity allowed

Set a Maximum Order Quantity allowed

Allow a product (or group of products) to be tax exempt

Allow the product to be visible or visible, active or inactive

Specify whether or not the product should appear in search results and upsells

Allow for price overrides by call center agents

Specify whether or not the item should be included in Inventory Valuation reports

Specify a SKU, model or both

Set a character limit to the Model name

Specify a brand name

Specify a short description or along description

Select a pricing visibility rule; visible to everyone, visible when added to cart or price sent via email

Set triggers to receive email re-order reminders when stock reaches a certain threshold

Allow customers to received Price Alert notices if a product reaches a customer's target price

ORDER CONTROL

Sophisticated out-of-the-box order control capabilities allow your business rules to guide the progress of customer orders. Whether you need to route high value orders to a secondary approval queue, or ensure products cannot ship to states where they are prohibited, Upshot's customizable Order Control features help keep costs down by automating and enforcing the order controls your business needs.

ORDER PROCESSING & ROUTING

The complexities of logistics and shipping are compounded for organizations with multiple distribution centers and retail stores. The Upshot OMS allows organizations to define ideal fulfillment scenarios based on the order composition, destination and shipping option. This powerful capability allows business' to fulfill their brand promise to the customer while keeping the costs of order fulfillment to a minimum.

ORDER CANCELLATION

Upshot's OMS allows for order cancellation by both customer service staff and, if allowed, but the customer. Leveraging business rules defined by your organization, the inventory can then be returned to inventory and the payment method refunded. Seamless and efficient order cancellation allows you to meet and exceed customer expectations.

Allow customers to select multiple shipping methods and addresses per order

Enforce shipping to single address

Enable one page per invoice

Enable sort order lines by SKU

Specify shipping label paper width and height

Opt to hide barcode on peeling labels

Opt to hide top address on peeling labels

Opt to hide barcodes on invoices

Add package IDs to barcodes

FRAUD HUB

Ensure your business rules for identifying and routing high risk orders are enforced for all orders. The Upshot OMS Fraud Hub was created to ensure identification and surfacing of potentially fraudulent orders to the appropriate members if your customer service staff, thus allowing your organization to significantly reduce the indigents of fraud and chargebacks.

UPSHOT COMMERCE IS LEVEL 1 PCI-DSS COMPLIANT

Upshot keeps customer data protected behind firewalls

Upshot does not use or allow vendor-supplied defaults, system passwords or security parameters

Upshot uses and regularly updates anti-virus software

Upshot develops, maintain and update secure systems and applications

Upshot restricts access to data on a need-to-know basis

Upshot assigns a unique ID to each person with computer access

Upshot restricts physical access to cardholder data

Upshot tracks and monitors all access to network resources and cardholder data

Distributed Denial of Service (DDoS) attack mitigation plans and correction

STOCK INFORMATION

The Upshot OMS Stock Information capabilities ensure your organization fulfills it's promise of on time and accurate delivery to customers. Stock information is managed and maintained in a single repository, thus ensuring a single source of truth regarding stock for retails of all compositions. Multiple warehouses, drop ship inventory and even POS data can all be stored in our highly customizable and powerful OMS.

INTEGRATIONS

When you've spent years building and growing your ecommerce company, developing systems that meet the specific needs of your business, the prospect of moving to a new platform may seem daunting. Transferring your databases to a new platform may not be feasible, but you know it's time to update and upgrade. With Upshot, that's not a problem. Our platform seamlessly integrates with numerous legacy systems, such as EDI, XML, and AS/400, allowing you to retain essential systems you currently use while also updating your site to adapt to the changing ecommerce landscape.

PROFESSIONAL SERVICES

You've spent time and effort winning over your loyal, enthusiastic customers. It's time to upgrade your system to a better ecommerce software platform, but you don't want to lose the special spark that keeps you ahead of the competition. Upshot offers tailored professional services to ensure that you preserve that spark and grow your business using the tools right for you. With Upshot, you are not pigeon-holed into a rigid, pre-defined set of ecommerce tools - we'll work with you to figure out what works, and give you the training to successfully use all those tools. All Upshot platform features and extensions work on-demand, as-is - and are also fully customizable by our experienced team of ecommerce strategists and engineers.